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Invesco Intermediate Bond Factor Y OFIYX

Quantitative rating as of
NAV / 1-Day Return
9.41  /  0.80 %
Total Assets
226.6 Mil
Adj. Expense Ratio
Expense Ratio
0.270%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.31%
Effective Duration

Morningstar’s Analysis OFIYX

Will OFIYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Invesco Intermediate Bond Factor Y's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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